Company Overview

Prolific International is a firm of independent investment and taxation specialists. Our commitment to excellence enables our primary focus – to ensure that our clients receive the highest level of service.

Prolific International is widely acclaimed throughout Europe as an eminent independent financial services consultancy. Drawing on the expertise of specialist consultants, Prolific offers the full spectrum of services to individuals, corporations and institutions.

The Prolific Concept

Strategic Financial Planning

Working with specialists in each field, Prolific offers solutions that can be tailor-made to suit any planned or unforeseen event.

Initially, we get to know our clients, establishing their overall priorities for financial planning. At the same time, our consultants will highlight any areas where they may be a shortfall of benefit or a potential liability for tax that could be avoided.

After complete analysis of the information gathered, we consult our in-house specialists and build a proposal, based on the most cost-effective professional solutions, to meet each client’s individual needs. At this point, we may bring in one or a number of our partners, who meet with the client and explain how the selected investment strategy/solution is applied and, more importantly, the concept behind the fund management approach.

Once the proposal and strategy have been implemented, the client has a number of ways to access information about the portfolio’s performance:

• Via our website: each client has a unique login and password, enabling 24-hour global access.
• Regular face-to-face meetings with the fund management group to discuss the current portfolio structure, including any proposed changes, how the fund’s performance compares to the relevant benchmark and any other applicable market conditions.
• Quarterly reviews with your consultant to discuss all aspects of the policies in place and any changes that may be required.

We also have a dedicated team of individuals available to answer any of your queries, Monday to Friday. They will be able to put you in contact with the appropriate individual/department, who will get back to you within 24 hours of your query with the action taken.

Our in-house specialists offer advice on:

• Capital investments and portfolio construction – built in accordance with the individual’s risk profile.
• School/university fees planning.
• Pension transfers – UK expatriates may be in a position to benefit from frozen schemes being transferred to more cost-effective schemes.
• Tax planning – from estate and wealth tax avoidance to assisting all nationalities with various structures that can ensure their relocation/repatriation does not expose them to unnecessary tax.
• Offshore company formation – we use two of the world’s leading formation specialists to provide professional solutions at discounted rates.
• Investor risk profiling – a unique service available to all our clients through one of the world’s leading fund management groups to assess how each client feels about investment volatility.
• Discretionary management service – utilising one of our Prolific partners, we are able to offer our clients a highly personalised fund management service at an annual cost of as low as 0.75% per year.
• Protection services – covering the full spectrum of insurance-based schemes, from income protection to critical illness cover.
• Savings and investment plans – maximising the most cost-effective use with disposable income.